Additional information

Overview:

Wallace & Associates provides professional, personal tax and accounting services. We provide the following services:

Individual Services

Individual Tax Returns
Tax Planning
Representation to IRS and State/Local Taxing Authorities
Tax Shelter Analysis
Personal Financial Planning
Divorce Consultations
Education Funding Consultations
Estate Planning and Will Consultations
Business Services

Tax Return Preparation for Corporations, LLC's, Partnerships, and Nonprofit Organizations
Tax Planning
Choice of Entity Analysis and Business Start-up Consultations
Payroll, Personal Property and Sales Tax Compliance
Multi-state Registration and Tax Return Filings
Benefit Plan Returns and Related Filings
Preparation of Budgets, Forecasts and Projections
Accounting Software Consultations and Implementations
Bank Financing
Mergers, Sales and Acquisitions
Employee Benefit Plan Consultations
Bookkeeping
Compilations and Reviews
Estate and Trust Services

Income Tax Return Returns
Estate Tax Returns
State Probate and Court Filings
Tax Planning

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